[VBA] Copy data as new row under the corresponding category

[CurlyQ12391]

Hello! I am quite familiar with Excel, but new to VBA and would love any assistance that could be provided. I did find a similar post for my situation, but I wasn't able to leverage the code in a way that would work for me (probably my fault).

I am wanting to automate my monthly financial tracker. I currently download my account activity on a routine basis, manually categorize it, and then cut it into categorized sections so I can track the amount spent for each category. It seems like I could potentially download my account activity, still manually categorize it, and then have VBA run to copy the categorized data from one tab into another (as a new row).

Hopefully the example image gives a better idea of what I want to do.
Sheet4 = Where I would paste Account Activity data (manually remove duplicates and categorize)
Sheet 3 = Where I want VBA to paste new rows of data (probably to the top of the corresponding section)

Example: Hulu charge is categorized in Sheet4, column D as "TV Streaming", so data from columns A-C would be pasted under the TV Streaming section of Sheet 3.

Additionally, if you have any suggestions on a better way to build this I am open!

 

[CurlyQ12391]

Hello!

I've been working on this all day since posting and have made some headway, but now two more hurdles with the code I leveraged from here.

Sub CopyRows()
    
    ' 1. Reference the workbook ('wb').
    Dim wb As Workbook: Set wb = ThisWorkbook ' workbook containing this code
    
    ' 2. Source
     ' Calculate the source last row ('slRow'),
    ' the row of the last non-empty cell in the column.
    Dim slRow As Long: slRow = Sheet4.Cells(Sheet4.Rows.Count, "D").End(xlUp).Row
    ' Reference the source columns range ('scrg') whose rows will be copied.
    Dim scrg As Range: Set scrg = Sheet4.Columns("A:C")
    
    ' 3. Destination
    
    ' Reference the first destination row range by resizing the first
    ' destination cell by the number of columns of the source columns range.
    Dim drrg As Range: Set drrg = Sheet3.Range("B3").Resize(, scrg.Columns.Count)
    ' Write the lookup string value to a string variable ('dlString').
    Dim dlString As String: dlString = CStr(Sheet3.Range("A2").Value)
    
    ' 4. The Loop
    
    ' Declare additional variables.
    Dim srrg As Range ' Current Source Row Range
    Dim sr As Long ' Current Row in the Source Worksheet
    Dim slString As String ' Current String Lookup String
    
    ' Loop through the designated rows of the source worksheet.
    For sr = 3 To slRow
        ' Write the source string value in the current row to a variable.
        slString = CStr(Sheet4.Cells(sr, "D").Value)
        ' Compare the string in the current row against the lookup string.
        ' The comparison is case-insensitive i.e. 'dog = DOG'
        ' due to the 'vbTextCompare' parameter.
        If StrComp(slString, dlString, vbTextCompare) = 0 Then ' is equal
            ' Reference the source row range.
            Set srrg = scrg.Rows(sr)
            ' Write the values from the source row range
            ' to the destination row range ('copy by assignment').
            drrg.Value = srrg.Value
            ' Reference the next destination row range (one row below).
            Set drrg = drrg.Offset(1)
            'Else ' is not equal; do nothing
        End If
    Next sr
    
    ' 5. Inform to not wonder if the code has run or not.
    MsgBox "Rows copied.", vbInformation
        
End Sub

With some minor adjustments I was able to get the macro to successfully run and transfer some data from the source tab (Sheet4). Unfortunately, the data...

1. Is only searching for the Rx/Dr category, probably because I specified cell "A2" in Line 19. Is there a way for that to be a variable search for any category in column A?
   
   
2. The rows copied over in the order I wanted, but they didn't insert themselves so they were pasted into other categories (see screenshot). What can I add to the code that would tell it to insert the copied cells and not just paste them?